Educational Events
EVENT DETAILS
Join us at one of these upcoming events
Our goal is to provide educational opportunities and resources to our clients and surrounding community members in order to help you along your financial journey. Check back frequently as we’re always adding new events!
Event Calendar
View all of our events we have planned for the year on our event calendar. Click here for details.
Event: Business Resources – Operations and Documentation – 8/21
Strengthen Your Arsenal of Business Resources with This Educational Event Join us for this complimentary event, which is the perfect small-group format to explore topics crucial for equipping business owners for success. Our Storen Financial team members and special...
Video: What are our upcoming summer and fall events?
VIDEO: Click here to watch on YouTube. Chief Operating Officer, Debbi Kuller, shares the upcoming 2025 events for this summer and fall. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information...
Event: Tax-Smart Distribution Strategies for Retirement – July 22
Learn More: Aim to Minimize Risk with Smart Withdrawal Strategies Join us for this complimentary event on July 22nd, where Storen Financial's Investment team will educate on the important decisions you must make when moving from the savings phase to the retirement...
How can we help?
At Storen Financial, we offer so much more than tax preparation and accounting services. We go beyond the numbers to provide our clients with financial planning, in-depth consulting, and year-round support. Looking for more info? Click below to learn more.
LEARN MORE
Read the latest news and resources on our blog
July 2025 Newsletter
Have you read our July Newsletter? Our monthly newsletters are packed with educational resources for financial planning and retirement, business services, and tax preparation and planning. Stay up-to-date on hot topics and new regulations as well as upcoming Storen...
3 Reasons A Tax Projection is A Wise Financial Move
How a simple tax projection can help you make wise financial moves Taxes are a necessary evil. We all have to pay them, but we certainly don’t want to overpay or get a shock that we owe a large amount. If you only meet with your accountant or CPA once per year in the...
Key Impacts of the One Big Beautiful Bill Act on Businesses
How will the One Big Beautiful Bill Act affect your business? The One Big Beautiful Bill Act of 2025 brings a host of changes that will sweep US tax law, affecting deductions, credits, and savings accounts across the board. To help you sift through all the legislation...